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We are seeking a dedicated and customer-focused individual to join our team as a Customer Onboarding Operator.
In this role, you will play a part in ensuring a smooth and efficient onboarding process for our clients. Your primary responsibility will involve making calls to clients, guiding them through the onboarding journey, and assisting them in completing the necessary steps. The ideal candidate should possess excellent communication skills, attention to detail, and a strong commitment to providing exceptional client experiences.
Reach out to clients via phone calls to welcome them and initiate the onboarding process.
Provide clear instructions to clients on the required documentation, forms, and procedures needed to complete their onboarding.
Assist clients in navigating our platform or system, addressing any questions or concerns they may have along the way.
Ensure all client information is accurately documented and updated in our internal systems.
Collaborate closely with the onboarding team to identify and troubleshoot any potential roadblocks or challenges clients may encounter during the process.
Maintain a high level of professionalism, patience, and empathy while interacting with clients, understanding their unique needs, and tailoring assistance accordingly.
Handle escalated AML review queues.
Report positive and potentially positive screenings to MLROs.
Handle incoming tickets from customer support.
Perform routine quality control over the Client Verification teams.

We are looking for a Sales Associate.
Responsibilities :
Source new sales opportunities through inbound lead follow-up and outbound cold calls and emails
Understand customer needs and requirements.
Route qualified opportunities to the appropriate sales executives for further development and closure
Close sales and achieve quarterly quotas.
Research accounts, identify key players, and generate interest
Maintain and expand your database of prospects within your assigned territory.
Team with channel partners to build pipelines and close deals.
Perform effective online presentations to prospects.